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U.S. Hospitality Industry Analysis

UpdatedNov 04, 2025
DataAggregated Company Financials
Companies160
  • 7D-6.6%
  • 3M-6.9%
  • 1Y3.7%
  • YTD-0.8%

The Hospitality industry is down 6.6% over the last week with Chipotle Mexican Grill the worst performer, down 23%. This takes the industry's 12 month performance to a gain of 3.7%. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

Has the U.S. Hospitality Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Nov 2025US$784.5bUS$331.2bUS$26.1b23.4x30x2.4x
Fri, 03 Oct 2025US$832.7bUS$329.3bUS$24.5b24.4x34x2.5x
Sun, 31 Aug 2025US$881.8bUS$328.5bUS$24.3b24.2x36.3x2.7x
Tue, 29 Jul 2025US$888.9bUS$324.0bUS$24.9b23.8x35.7x2.7x
Thu, 26 Jun 2025US$844.7bUS$325.5bUS$24.9b23.2x33.9x2.6x
Sat, 24 May 2025US$780.7bUS$324.9bUS$24.6b21.6x31.7x2.4x
Mon, 21 Apr 2025US$709.8bUS$318.0bUS$24.3b22x29.2x2.2x
Wed, 19 Mar 2025US$773.4bUS$317.7bUS$24.0b23.3x32.2x2.4x
Fri, 14 Feb 2025US$839.4bUS$311.3bUS$20.8b25.3x40.3x2.7x
Sun, 12 Jan 2025US$771.8bUS$291.9bUS$19.1b22.7x40.5x2.6x
Tue, 10 Dec 2024US$848.2bUS$303.9bUS$19.8b24.7x42.9x2.8x
Thu, 07 Nov 2024US$765.2bUS$304.7bUS$21.0b23.9x36.5x2.5x
Sat, 05 Oct 2024US$734.3bUS$302.4bUS$20.4b24.1x36.1x2.4x
Mon, 02 Sep 2024US$675.6bUS$301.2bUS$19.7b19.9x34.3x2.2x
Wed, 31 Jul 2024US$663.9bUS$298.2bUS$20.4b19.1x32.5x2.2x
Fri, 28 Jun 2024US$699.5bUS$296.5bUS$19.8b19.5x35.3x2.4x
Sun, 26 May 2024US$653.9bUS$283.1bUS$20.5b18.5x31.8x2.3x
Tue, 23 Apr 2024US$650.1bUS$279.8bUS$20.6b19.6x31.6x2.3x
Thu, 21 Mar 2024US$680.7bUS$277.6bUS$19.7b20.6x34.6x2.5x
Sat, 17 Feb 2024US$658.1bUS$271.6bUS$18.9b20.3x34.8x2.4x
Mon, 15 Jan 2024US$611.7bUS$269.0bUS$18.0b19.6x34x2.3x
Wed, 13 Dec 2023US$612.4bUS$267.2bUS$16.5b19.7x37.2x2.3x
Fri, 10 Nov 2023US$558.2bUS$264.8bUS$15.0b20x37.2x2.1x
Sun, 08 Oct 2023US$544.7bUS$258.0bUS$10.3b18.9x53x2.1x
Tue, 05 Sep 2023US$604.8bUS$254.8bUS$8.2b19.2x73.9x2.4x
Thu, 03 Aug 2023US$626.8bUS$249.5bUS$8.0b21.6x78.5x2.5x
Sat, 01 Jul 2023US$607.1bUS$244.7bUS$5.2b20.2x117.5x2.5x
Mon, 29 May 2023US$556.3bUS$240.6bUS$2.9b19.5x189.8x2.3x
Wed, 26 Apr 2023US$644.5bUS$249.3bUS$2.4b19.2x268.1x2.6x
Fri, 24 Mar 2023US$633.7bUS$244.7bUS$717.4m19.2x883.3x2.6x
Sun, 19 Feb 2023US$649.0bUS$234.6bUS$510.6m18.8x1271.1x2.8x
Tue, 17 Jan 2023US$654.1bUS$235.2bUS$1.2b18.7x539.9x2.8x
Thu, 15 Dec 2022US$614.4bUS$231.5bUS$152.4m18.1x4032.7x2.7x
Sat, 12 Nov 2022US$614.2bUS$229.9b-US$124,971,439.0018.8x-4915.1x2.7x
Price to Earnings Ratio

-4915.1x


Total Market Cap: US$614.2bTotal Earnings: -US$124,971,439.00Total Revenue: US$229.9bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Hospitality Industry Price to Earnings3Y Average 185.8x202320242025
Current Industry PE
  • Investors are pessimistic on the American Hospitality industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 30.5x which is lower than its 3-year average PE of 186x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • Total earnings for the Hospitality industry have gone up over the last three years, and the industry is now profitable. Revenues have grown 13% per year.
  • This means that more sales are being generated by the industry overall, and subsequently profits are increasing too.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market-0.91%
Consumer Discretionary1.35%
Hospitality-6.64%
Casinos and Gaming-3.46%
Hotels, Resorts and Cruise Lines-5.46%
Leisure Facilities-7.80%
Restaurants-9.47%
Industry PE
  • Investors are most optimistic about the Casinos and Gaming industry even though it's trading below its 3-year average PE ratio of 65.9x.
    • Analysts are expecting annual earnings growth of 30.2%, which is higher than its past year's earnings growth of 0.4% per year.
Forecasted Growth
  • Analysts are most optimistic on the Leisure Facilities industry, expecting annual earnings growth of 30% over the next 5 years.
  • However this is lower than its past earnings growth rate of 64% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 14% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
YUM Yum! BrandsUS$149.556.0%
+US$2.3b		11.0%PE29x
LVS Las Vegas SandsUS$61.285.3%
+US$2.1b		21.7%PE26.6x
MAR Marriott InternationalUS$272.242.6%
+US$1.8b		4.8%PE30x
HTHT H World GroupUS$40.185.0%
+US$593.8m		7.9%PE23.4x
SGHC Super Group (SGHC)US$12.217.4%
+US$422.9m		191.4%PE26.8x

Latest News

SGHC
US$12.21
Super Group (SGHC)
7D
7.4%
1Y
191.4%
MAR
US$272.24
Marriott International
7D
2.6%
1Y
4.8%
FLUT
US$222.03
Flutter Entertainment
7D
-6.4%
1Y
-3.1%

FLUT: Recent Prediction Market Volatility Will Unlock Buying Opportunity

Flutter Entertainment's analyst price target has been reduced slightly to $330 from $340, as analysts cite near-term headwinds and expectations for a softer Q3. However, they continue to view the company as well positioned in the industry.
BKNG
US$4,991.76
Booking Holdings
7D
-2.5%
1Y
1.6%
DASH
US$239.93
DoorDash
7D
-8.2%
1Y
50.5%

DASH: Integration Of Deliveroo Will Drive Geographic Expansion And Long-Term Opportunity

DoorDash’s analyst price target has increased modestly to $302.53, as analysts point to stronger revenue growth expectations from the integration of Deliveroo and continued momentum in the core delivery business. This is partially offset by a slight decrease in projected profit margins.
CMG
US$31.74
Chipotle Mexican Grill
7D
-21.2%
1Y
-43.5%

CMG: Share Repurchases And Menu Revamps Will Drive Stronger Performance Ahead

Chipotle Mexican Grill's analyst price target has been lowered significantly, dropping from approximately $54 to about $45. Analysts cite ongoing traffic challenges, softer same-store sales growth, and mounting macroeconomic headwinds following disappointing third-quarter results.
SHAK
US$94.44
Shake Shack
7D
3.6%
1Y
-25.5%

SHAK: Demand Reset And Global Expansion Will Drive Renewed Investor Optimism

Analysts have revised Shake Shack's price target downward from approximately $125 to $114, citing a noticeable slowdown in demand during September and a more balanced risk/reward outlook after softer performance in the fast casual and quick service segments. Analyst Commentary Recent analyst reports on Shake Shack reflect a nuanced perspective on the company's short-term outlook, with opinions split between cautious optimism and ongoing concerns over sales performance and sector trends.
LVS
US$61.28
Las Vegas Sands
7D
5.3%
1Y
21.7%

LVS: Singapore And Macau Performance Will Balance Ongoing Market Uncertainties

Analysts have raised their price target for Las Vegas Sands from $60.68 to $65.34, citing stronger profit margins, higher revenue growth expectations, and ongoing improvements in both Singapore and Macau operations. Analyst Commentary Recent street research has provided a nuanced view of Las Vegas Sands as analysts weigh both positive developments and lingering uncertainties for the company’s near-term outlook.
RCL
US$257.38
Royal Caribbean Cruises
7D
-12.1%
1Y
22.1%

Earnings Momentum Will Recover As New Vessel Deliveries Accelerate Through 2028

Royal Caribbean Cruises' analyst price target has shifted downward by $11.78 to $344.09, as analysts cite conservative earnings guidance, softer-than-expected revenue yield trends, and mixed forward booking indicators. Analyst Commentary Recent analyst coverage of Royal Caribbean Cruises highlights both confidence in the company’s execution and caution around its future earnings trajectory.
ABNB
US$122.35
Airbnb
7D
-4.4%
1Y
-11.2%
SBUX
US$79.60
Starbucks
7D
-6.8%
1Y
-18.0%
HTHT
US$40.18
H World Group
7D
5.0%
1Y
7.9%

Positive Earnings Outlook And Resilient Expansion Will Drive International Hotel Recovery

Analysts have raised their price target for H World Group from $43.91 to $45.01. They cite slightly stronger fair value estimates and improved future earnings expectations, despite minor adjustments to growth and profitability assumptions.
MCD
US$299.21
McDonald's
7D
-2.3%
1Y
0.6%
ATAT
US$39.66
Atour Lifestyle Holdings
7D
4.9%
1Y
48.7%

Sleep Product Demand And Digital Expansion Will Drive Hospitality Momentum In 2025

Analysts have raised their price target for Atour Lifestyle Holdings from $43.09 to $43.79, citing strong demand for the company's sleep products and anticipation of significant growth in gross merchandise volume next year. Analyst Commentary Bullish analysts have expressed renewed confidence in Atour Lifestyle Holdings, reflecting on both the company's current achievements and its potential for further growth.
YUM
US$149.55
Yum! Brands
7D
6.0%
1Y
11.0%

Analysts See Improved Margins and Balanced Upside in Yum Brands Amid Valuation Updates

Analysts have raised their fair value estimate for Yum! Brands from $158.52 to $161.40 per share.
YUMC
US$44.82
Yum China Holdings
7D
2.8%
1Y
-7.3%